RIA Advisory Group LLC

CIK 0001958384 • 7 13F filings • May 12, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $390.1M148 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.8M	0.5%Prev: 0.4%	11,655 SH	Decreased-1 SH
ADOBE INC	COM	$2.1M	0.5%	6,022 SH	New
ADVANCED MICRO DEVICES INC	COM	$3.8M	1.0%Prev: 0.3%	23,298 SH	Increased+21,201 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$215K	0.1%	6,336 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JAN	$204K	0.1%	5,640 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$211K	0.1%	5,500 SH	New
ALLIANT ENERGY CORP	COM	$293K	0.1%Prev: 0.3%	4,352 SH	Decreased-15,336 SH
ALPHABET INC	CAP STK CL A	$597K	0.2%Prev: 0.2%	2,455 SH	Decreased-609 SH
ALPHABET INC	CAP STK CL C	$367K	0.1%Prev: 1.5%	1,505 SH	Decreased-17,413 SH
ALTRIA GROUP INC	COM	$923K	0.2%Prev: 0.2%	13,978 SH	Increased+4,234 SH
AMAZON COM INC	COM	$5.8M	1.5%Prev: 1.6%	26,483 SH	Decreased-4,682 SH
AMERICAN ELEC PWR CO INC	COM	$1.4M	0.4%Prev: 0.4%	12,500 SH	Decreased-912 SH
APPLE INC	COM	$5.9M	1.5%Prev: 1.7%	23,258 SH	Decreased-4,440 SH
ARCHER DANIELS MIDLAND CO	COM	$290K	0.1%	4,850 SH	New
ASSOCIATED BANC CORP	COM	$2.3M	0.6%	89,850 SH	New
ATMOS ENERGY CORP	COM	$213K	0.1%Prev: 0.0%	1,245 SH	Increased+34 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.8M	0.5%Prev: 0.2%	6,202 SH	Increased+3,094 SH
BANK AMERICA CORP	COM	$210K	0.1%	4,077 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$874K	0.2%Prev: 0.2%	1,739 SH	Decreased-67 SH
BLACK HILLS CORP	COM	$375K	0.1%	6,086 SH	New
BLACKSTONE INC	COM	$257K	0.1%	1,503 SH	New
BOSTON SCIENTIFIC CORP	COM	$289K	0.1%	2,961 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$1.1M	0.3%Prev: 0.3%	30,754 SH	Decreased-5,590 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$619K	0.2%	14,088 SH	New
CARDINAL HEALTH INC	COM	$215K	0.1%Prev: 0.1%	1,369 SH	Decreased+321 SH
CHECK POINT SOFTWARE TECH LT	ORD	$248K	0.1%	1,197 SH	New
CHEVRON CORP NEW	COM	$319K	0.1%	2,053 SH	New
CINTAS CORP	COM	$202K	0.1%Prev: 0.3%	985 SH	Decreased-6,085 SH
CISCO SYS INC	COM	$438K	0.1%Prev: 0.1%	6,409 SH	Increased+3,910 SH
COCA COLA CO	COM	$6.0M	1.5%Prev: 1.9%	89,959 SH	Decreased-19,413 SH
CONSTELLATION ENERGY CORP	COM	$358K	0.1%Prev: 0.1%	1,087 SH	Increased+43 SH
CORTEVA INC	COM	$329K	0.1%Prev: 0.1%	4,869 SH	Decreased
COSTCO WHSL CORP NEW	COM	$1.2M	0.3%	1,267 SH	New
CULLEN FROST BANKERS INC	COM	$227K	0.1%	1,793 SH	New
D-WAVE QUANTUM INC	COM	$210K	0.1%	8,500 SH	New
DIREXION SHS ETF TR	DIREXION HCM	$713K	0.2%	19,017 SH	New
DISNEY WALT CO	COM	$2.8M	0.7%	24,362 SH	New
DUKE ENERGY CORP NEW	COM NEW	$264K	0.1%Prev: 0.3%	2,135 SH	Decreased-8,699 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$1.2M	0.3%Prev: 0.1%	10,967 SH	Increased+7,196 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$449K	0.1%	4,280 SH	New
EVERCOMMERCE INC	COM	$245K	0.1%Prev: 0.0%	22,030 SH	Increased+5,015 SH
EXELON CORP	COM	$1.6M	0.4%Prev: 0.4%	36,184 SH	Decreased-1,542 SH
EXPEDITORS INTL WASH INC	COM	$364K	0.1%	2,970 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.3%Prev: 0.1%	9,181 SH	Increased+4,579 SH
FEDEX CORP	COM	$2.4M	0.6%Prev: 0.0%	10,316 SH	Increased+9,595 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$233K	0.1%	3,092 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$245K	0.1%Prev: 2.8%	2,530 SH	Decreased-92,733 SH
FISERV INC	COM	$366K	0.1%	2,841 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$950K	0.2%Prev: 0.3%	13,265 SH	Decreased-3,749 SH
GOPRO INC	CL A	$33K	0.0%Prev: 0.0%	15,700 SH	Increased
GRACO INC	COM	$248K	0.1%	2,917 SH	New
HONEYWELL INTL INC	COM	$312K	0.1%	1,484 SH	New
HP INC	COM	$351K	0.1%Prev: 0.1%	12,887 SH	Increased+548 SH
IDEXX LABS INC	COM	$259K	0.1%Prev: 0.0%	406 SH	Increased-21 SH
INTEL CORP	COM	$3.7M	1.0%Prev: 0.2%	111,574 SH	Increased+106,251 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$216K	0.1%Prev: 0.1%	1,782 SH	Decreased-122 SH
INTERNATIONAL BUSINESS MACHS	COM	$840K	0.2%Prev: 0.1%	2,976 SH	Increased+1,167 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$424K	0.1%Prev: 0.4%	1,714 SH	Decreased-3,799 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$481K	0.1%Prev: 0.1%	10,638 SH	Decreased+407 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$4.0M	1.0%Prev: 0.9%	69,196 SH	Decreased+2,531 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$530K	0.1%Prev: 14.2%	2,795 SH	Decreased-303,514 SH
INVESCO QQQ TR	UNIT SER 1	$37.7M	9.7%Prev: 10.3%	62,778 SH	Decreased-1,430 SH
IONQ INC	COM	$835K	0.2%	13,579 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.8M	0.5%Prev: 0.3%	28,103 SH	Increased-14,075 SH
ISHARES ETHEREUM TR	SHS	$2.2M	0.6%	71,364 SH	New
ISHARES SILVER TR	ISHARES	$25.3M	6.5%Prev: 5.3%	596,385 SH	Increased+140,040 SH
ISHARES TR	0-3 MNTH TREASRY	$1.2M	0.3%	12,123 SH	New
ISHARES TR	20 YR TR BD ETF	$272K	0.1%	3,039 SH	New
ISHARES TR	FUTURE EXPONENTI	$440K	0.1%	6,111 SH	New
ISHARES TR	IBONDS DEC 25	$1.5M	0.4%	57,766 SH	New
ISHARES TR	IBONDS DEC 26	$1.5M	0.4%Prev: 0.4%	59,696 SH	Decreased-15,519 SH
ISHARES TR	IBONDS DEC 27	$1.4M	0.4%Prev: 0.4%	56,387 SH	Decreased-16,678 SH
ISHARES TR	IBONDS DEC 28	$1.4M	0.4%Prev: 0.4%	54,028 SH	Decreased-16,215 SH
ISHARES TR	RUSSELL 3000 ETF	$278K	0.1%Prev: 0.1%	734 SH	Decreased+37 SH
ISHARES TR	S&P 100 ETF	$30.7M	7.9%Prev: 0.9%	92,158 SH	Increased+81,006 SH
ISHARES TR	SHORT TREAS BD	$6.3M	1.6%	56,714 SH	New
ISHARES TR	TOP 20 U S STOCK	$1.5M	0.4%	48,285 SH	New
JOHNSON & JOHNSON	COM	$325K	0.1%Prev: 1.8%	1,754 SH	Decreased-30,010 SH
JPMORGAN CHASE & CO.	COM	$541K	0.1%	1,717 SH	New
KEURIG DR PEPPER INC	COM	$1.1M	0.3%Prev: 0.1%	42,293 SH	Increased+31,008 SH
KIMBERLY-CLARK CORP	COM	$302K	0.1%	2,432 SH	New
KKR & CO INC	COM	$201K	0.1%	1,550 SH	New
KNIFE RIVER CORP	COMMON STOCK	$229K	0.1%Prev: 0.1%	2,977 SH	Decreased+127 SH
KODIAK SCIENCES INC	COM	$2.7M	0.7%Prev: 0.7%	166,534 SH	Decreased+79,305 SH
LINDE PLC	SHS	$1.4M	0.4%Prev: 0.3%	2,924 SH	Increased+268 SH
MCCORMICK & CO INC	COM NON VTG	$224K	0.1%	3,355 SH	New
MCDONALDS CORP	COM	$6.2M	1.6%Prev: 1.3%	20,314 SH	Increased-2,159 SH
META PLATFORMS INC	CL A	$9.3M	2.4%Prev: 0.1%	12,671 SH	Increased+11,552 SH
MICROSOFT CORP	COM	$6.9M	1.8%Prev: 1.5%	13,399 SH	Decreased-5,443 SH
MOLSON COORS BEVERAGE CO	CL B	$320K	0.1%	7,069 SH	New
MONDELEZ INTL INC	CL A	$266K	0.1%	4,263 SH	New
MONSTER BEVERAGE CORP NEW	COM	$344K	0.1%Prev: 0.1%	5,118 SH	Decreased+1,102 SH
NETFLIX INC	COM	$257K	0.1%	214 SH	New
NIKE INC	CL B	$2.6M	0.7%	37,526 SH	New
NOVO-NORDISK A S	ADR	$285K	0.1%	5,143 SH	New
NVIDIA CORPORATION	COM	$7.5M	1.9%Prev: 1.8%	39,939 SH	Decreased-927 SH
OLD REP INTL CORP	COM	$303K	0.1%Prev: 0.1%	7,146 SH	Increased+1,439 SH
OREILLY AUTOMOTIVE INC	COM	$887K	0.2%Prev: 0.2%	8,228 SH	Increased-184 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.1M	0.5%Prev: 0.1%	11,424 SH	Increased+8,681 SH
PEPSICO INC	COM	$936K	0.2%Prev: 0.2%	6,661 SH	Increased+939 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$248K	0.1%	2,988 SH	New
PROCTER AND GAMBLE CO	COM	$5.7M	1.5%	37,132 SH	New
PROSHARES TR	PSHS ULT S&P 500	$7.2M	1.8%	64,223 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$7.5M	1.9%	54,445 SH	New
PROSHARES TR	S&P 500 DV ARIST	$363K	0.1%Prev: 0.1%	3,519 SH	Decreased-3,182 SH
QUANTUM COMPUTING INC	COM	$271K	0.1%	14,725 SH	New
RBB FD INC	MOTLEY FOL ETF	$835K	0.2%	11,846 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$1.3M	0.3%	42,771 SH	New
RUMBLE INC	COM CL A	$121K	0.0%	16,725 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$555K	0.1%Prev: 0.1%	21,580 SH	Decreased+2,274 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	0.6%Prev: 0.7%	84,902 SH	Decreased-14,680 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.4M	0.6%Prev: 0.6%	89,867 SH	Decreased-5,339 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$446K	0.1%	5,118 SH	New
SOLVENTUM CORP	COM SHS	$209K	0.1%Prev: 0.0%	2,862 SH	Decreased+59 SH
SOUTHERN CO	COM	$855K	0.2%Prev: 0.2%	9,021 SH	Increased+448 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$383K	0.1%	826 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$13.8M	3.5%	20,714 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$15.0M	3.8%	163,396 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.7M	0.4%	21,284 SH	New
SPDR SERIES TRUST	RUSSELL LOW VOL	$389K	0.1%	2,924 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$677K	0.2%Prev: 0.2%	22,868 SH	Decreased-1,393 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$1.8M	0.5%Prev: 1.9%	117,498 SH	Decreased-338,190 SH
STRYKER CORPORATION	COM	$438K	0.1%Prev: 0.1%	1,185 SH	Decreased-268 SH
T-MOBILE US INC	COM	$277K	0.1%	1,156 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$781K	0.2%	2,795 SH	New
TESLA INC	COM	$5.8M	1.5%Prev: 0.6%	13,078 SH	Increased+6,366 SH
TRUMP MEDIA & TECHNOLOGY GRO	COM	$232K	0.1%Prev: 0.0%	14,113 SH	Increased-2,678 SH
UNION PAC CORP	COM	$344K	0.1%Prev: 0.1%	1,456 SH	Decreased
UNITED BANKSHARES INC WEST V	COM	$391K	0.1%Prev: 0.1%	10,513 SH	Decreased+1,057 SH
UNITED PARCEL SERVICE INC	CL B	$314K	0.1%	3,761 SH	New
UNITEDHEALTH GROUP INC	COM	$271K	0.1%	786 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$3.4M	0.9%Prev: 0.8%	44,566 SH	Decreased-2,399 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$2.5M	0.7%Prev: 0.8%	25,722 SH	Decreased-13,349 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$671K	0.2%Prev: 0.1%	8,499 SH	Increased+1,144 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$30.7M	7.9%Prev: 0.0%	412,430 SH	Increased+409,676 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$282K	0.1%Prev: 0.2%	461 SH	Decreased-944 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$32.5M	8.3%Prev: 1.4%	99,125 SH	Increased+81,407 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$3.4M	0.9%	43,147 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$476K	0.1%Prev: 0.1%	2,207 SH	Decreased+141 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$296K	0.1%Prev: 0.1%	2,102 SH	Decreased-14 SH
VERISIGN INC	COM	$434K	0.1%	1,554 SH	New
VERISK ANALYTICS INC	COM	$914K	0.2%	3,636 SH	New
VERIZON COMMUNICATIONS INC	COM	$6.5M	1.7%	148,786 SH	New
VISA INC	COM CL A	$6.0M	1.5%Prev: 1.6%	17,441 SH	Decreased-4,141 SH
WALMART INC	COM	$833K	0.2%Prev: 0.3%	8,083 SH	Decreased-2,282 SH
WELLS FARGO CO NEW	COM	$1.5M	0.4%	17,863 SH	New
WORKIVA INC	COM CL A	$305K	0.1%	3,538 SH	New
XCEL ENERGY INC	COM	$892K	0.2%Prev: 0.3%	11,062 SH	Decreased-7,830 SH

Sold (vs prior filing)

ADMA BIOLOGICS INC — $95K
AIM ETF PRODUCTS TRUST — $218K
AIM ETF PRODUCTS TRUST — $225K
AMEREN CORP — $1.2M
AMPLIFY ETF TR — $1.9M
ASSOCIATED BANC-CORP — $2.8M
BROADCOM INC — $421K
CAPITAL GROUP GROWTH ETF — $794K
CASEYS GEN STORES INC — $763K
CATERPILLAR INC — $333K
CHEVRON CORPORATION — $433K
CMS ENERGY CORP — $1.3M
COMMUNITY FINANCIAL SYSTEM I — $280K
COSTCO WHOLESALE CORPORATION — $1.7M
CSX CORP — $611K
DIMENSIONAL ETF TRUST — $918K
EA SERIES TRUST — $966K
ELECTRONIC ARTS INC — $215K
ELI LILLY & CO — $310K
ENTREPRENEURSHARES SERIES TR — $1.6M
… and 50 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002085853-26-001200	—	View
Feb 2, 2026	Q4 2025	13F-HR	0002085853-26-000163	$415.9M	View
Dec 1, 2025	Q3 2025